August 5, 2026 04:27 AM GMT Software | North America New Stack: 2Q26 Hyperscaler Results – Growth Accelerates Again, Raising Expectations for Cloud Infra Software In aggregate, hyperscaler cloud growth accelerated for the 5th Industry View Attractive quarter in a row in 2Q (+48% YoY vs +39% in 1Q26) indicating a supportive consumption + migration backdrop heading into SNOW/MDB/DDOG results… but expectations are rising and multiples are elevated. Broad-based Cloud Acceleration Sets a Supportive Consumption B ...